Osaic Wealth
42yrs
Top advisor by experience in Moline
14yrs
Katherine E Olson
Financial advisor at Cetera Investment Advisers
At a glance
Experience14 years (since 2012)
How that compares ?14 years in the industry
OfficeMoline, IL
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?2 states
Services through Cetera Investment Advisers
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Combined State Law Examination
Career
- 2023 – nowCetera Investment Advisers LLCCurrent firm
- 2017 – 2021Ausdal Financial Partners, Inc.Previously
- Mar 2015 – Jul 2016Ausdal Financial Partners, Inc.Previously
- Sep 2012 – Aug 2013Waddell & ReedPreviously
Questions to ask Katherine
Tailored to Katherine’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Katherine
How do I contact Katherine?
Call Cetera Investment Advisers at 310-257-7880 and ask for Katherine E Olson. Katherine works from the Moline, IL office.
How long has Katherine been a financial advisor?
Katherine has been in the industry since 2012, about 14 years. 14 years in the industry.
What licenses does Katherine hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Katherine a fiduciary?
Katherine is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Katherine paid?
Cetera Investment Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Katherine for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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